We help you control the unexpected and imagine the future.
Making a Differance!
We believe having a Financial Plan is a powerful tool!
Reaching your long-term financial objectives hinges on having the right plan... one that fits
your unique circumstances and grows with
you. Whether your anticipated financial need
is in the near future or many years away now
is the time to create your Financial Plan of
success and manage your Investments accordingly.
INTRODUCING:
Your Defining Moments;
The EIEIO Financial Planning Method.
Darcy developed a method to help us help you prepare a financial plan and provide a pathway for your investments, insurance and tax planning strategies.
We hope to get to know you and your family as we go through this process with you to discover what is important to you and do that.
We look forward to meeting you!
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Need more details? Contact us
Contact us by text, email or phone:
Text: 402/704-4770 (ONLY after Advisor text sent is ACCEPTED)
Email: yourplan@eieiomethod.com
Mobile: 402/889-1444
Check the background of Ameritas Investment Company, LLC or your financial professional on FINRA Broker Check
Darcy R. Yocum offers products and services using the following business names: The Planning Group and Bourne Purple Publishing, LLC – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA / SIPC– securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Darcy R. Yocum/The Planning Group or Bourne Purple Publishing, LLC.Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.